Bluesphere Advisors, LLC Incresed Positions in Q3 2025

Bluesphere Advisors, LLC

  • $209 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
5.37K
+ 345.34%
$237.77 - $353.61 $1.28M - $1.9M
6.93K $2.39M
NVDA
Nvidia Corp

Technology
231
+ 0.99%
$153.3 - $186.58 $35.4K - $43.1K
23.6K $4.4M
IWM
Ishares Russell 2000 ETF

ETFs
1.31K
+ 111.79%
$214.92 - $244.84 $281K - $320K
2.48K $599K
VPU
Vanguard Utilities ETF

ETFs
733
+ 10.38%
$175.25 - $189.41 $128K - $139K
7.8K $1.48M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
64
+ 2.16%
$103.83 - $179.9 $6.65K - $11.5K
3.02K $540K
ORCL
Oracle Corp

Technology
96
+ 5.23%
$218.96 - $328.33 $21K - $31.5K
1.93K $543K
AVGO
Broadcom Inc.

Technology
157
+ 9.82%
$264.74 - $369.57 $41.6K - $58K
1.76K $578K
CFG
Citizens Financial Group Inc

Financial Services
34
+ 0.22%
$46.1 - $53.65 $1.57K - $1.82K
15.2K $806K
VEA
Vanguard Ftse Developed Market

ETFs
1.56K
+ 13.87%
$56.02 - $60.3 $87.4K - $94.1K
12.8K $768K
SLV
I Shares Silver Trust

ETFs
1.05K
+ 13.03%
$32.73 - $42.5 $34.4K - $44.6K
9.11K $385K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
3.84K
+ 21.19%
N/A
22K $559K
XLF
Financial Sector Spdr

ETFs
1.45K
+ 12.27%
$51.37 - $54.25 $74.2K - $78.4K
13.2K $712K
HD
Home Depot, Inc.

Consumer Cyclical
24
+ 1.29%
$357.4 - $423.42 $8.58K - $10.2K
1.88K $761K
C
Citigroup Inc

Financial Services
67
+ 1.62%
$85.57 - $103.49 $5.73K - $6.93K
4.19K $425K
VXF
Vanguard Extended Market ETF

ETFs
21
+ 0.57%
$193.58 - $213.07 $4.07K - $4.47K
3.72K $779K
MO
Altria Group, Inc.

Consumer Defensive
140
+ 2.01%
$57.75 - $67.68 $8.09K - $9.48K
7.12K $470K
DGRO
Ishares Core Dividend Growth E

ETFs
251
+ 3.22%
$64.12 - $68.08 $16.1K - $17.1K
8.05K $547K
SPY
Spdr S&P 500 ETF Trust

ETFs
20
+ 6.08%
$617.65 - $666.84 $12.4K - $13.3K
349 $232K
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.02%
$94.4 - $104.27 $94.4 - $104
5.17K $532K
AMZN
Amazon Com Inc

Consumer Cyclical
100
+ 1.31%
$211.65 - $238.24 $21.2K - $23.8K
7.76K $1.7M
VIS
Vanguard Industrial ETF

ETFs
3
+ 0.24%
$281.0 - $296.29 $843 - $889
1.25K $370K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
16
+ 0.2%
$164.12 - $188.32 $2.63K - $3.01K
8.14K $1.42M
PANW
Palo Alto Networks Inc

Technology
141
+ 1.76%
$167.06 - $208.19 $23.6K - $29.4K
8.16K $1.66M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
2
+ 0.02%
$57.15 - $62.12 $114 - $124
8.23K $510K
VFH
Vanguard Financial ETF

ETFs
3
+ 0.1%
$125.23 - $132.78 $376 - $398
2.95K $386K
META
Meta Platforms, Inc.

Communication Services
20
+ 0.95%
$695.21 - $791.73 $13.9K - $15.8K
2.12K $1.56M
Ishares Bitcoin Trust ETF
3.75K
+ 100.56%
N/A
7.47K $0
Pimco ETF Tr
3.6K
+ 10.51%
N/A
37.9K $0
Spinnaker ETF Series
10.4K
+ 33.69%
N/A
41.2K $0
PG
Procter & Gamble CO

Consumer Defensive
37
+ 1.26%
$150.47 - $161.22 $5.57K - $5.97K
2.97K $456K
MDLZ
Mondelez International, Inc.

Consumer Defensive
40
+ 0.61%
$60.9 - $70.75 $2.44K - $2.83K
6.65K $415K
PM
Philip Morris International Inc.

Consumer Defensive
336
+ 1.95%
$157.77 - $183.27 $53K - $61.6K
17.6K $2.86M
Activity Summary
Buys All Purchases 42 New Holdings 9 Increased Positions 33 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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